Marlena Anderson (CRD# 6061960) is an Investment Advisor Representative working at Next Financial Group, Inc. in Bandera, TX and has over 11 years of experience in the finance industry.
CRD# 6911909
Citigroup Global Markets Inc.
CRD# 4688158
Citigroup Global Markets Inc.
CRD# 2456018
Advisors Asset Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group, Inc. | Houston, TX | Oct 2022 - Current | 1 |
| Brighthouse Financial | Charlotte, NC | Feb 2020 - Current | 4 |
| M2 Partners | Austin, TX | Apr 2019 - Current | 5 |
| American General Life Insurance | Woodland Hills, CA | Mar 2017 - Apr 2019 | 2 |
| Aig Capital Services, Inc. | Houston, TX | Feb 2015 - Feb 2019 | 4 |
| American General Life Insurance | Houston, TX | Feb 2015 - Mar 2017 | 2 |
| Prime Universal Group | Fort Worth, TX | Jan 2014 - Feb 2015 | 1 |
| Next Financial Group, Inc. | Houston, TX | May 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- TX
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Total Assets Under Management3,522MILLIONS
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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